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Security record · archived quarter

CHY

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
36Tracked holders
+4Δ holders
7.39MShares held
$80.51MReported value
+5New positions
−1Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +12.5% · share flow +1.8% · net new positions +11.1% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 -1 2.77K $32,142 n/a −1
Q2 2026 32 -3 7.46M $101.58M +2 −5
Q1 2026 36 +4 7.39M $80.51M +5 −1
Q4 2025 32 0 7.26M $82.16M n/a n/a
Q3 2025 2 -1 930.78K $10.44M n/a −1
Q2 2025 2 +1 25.00K $274,711 +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.44M -2.4% $15.72M 0.0% ▼ Trim 2 SEC ↗
2 Wells Fargo & Company/Mn 1.30M +1.6% $14.17M 0.0% ▲ Add 2 SEC ↗ ×2
3 Bank Of America Corp /De/ 1.26M +1.7% $13.68M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley ✦ 973.59K +3.2% $10.60M 0.0% ▲ Add 3 SEC ↗ ×2
5 Raymond James Financial Inc 337.02K +9.9% $3.67M 0.0% ▲ Add 2 SEC ↗ ×3
6 Osaic Holdings, Inc. 301.15K +6.6% $3.28M 0.0% ▲ Add 2 SEC ↗ ×2
7 Royal Bank Of Canada 230.85K -8.0% $2.51M 0.0% ▼ Trim 2 SEC ↗
8 UBS Group AG 183.82K +29.8% $2.00M 0.0% ▲ Add 2 SEC ↗ ×2
9 Corient Private Wealth LP 170.93K -34.9% $1.86M 0.0% ▼ Trim 2 SEC ↗
10 Commonwealth Equity Services, Llc 163.14K +1.0% $1.78M 0.0% ▲ Add 2 SEC ↗
11 Cetera Investment Advisers 149.38K +13.7% $1.63M 0.0% ▲ Add 2 SEC ↗
12 Baird Financial Group, Inc. 116.47K +26.1% $1.27M 0.0% ▲ Add 2 SEC ↗
13 Ameriprise Financial Inc 109.19K -15.0% $1.19M 0.0% ▼ Trim 2 SEC ↗
14 Mariner, LLC 101.65K -22.0% $1.11M 0.0% ▼ Trim 2 SEC ↗
15 Rockefeller Capital Management L.P. 74.13K -1.9% $807,321 0.0% ▼ Trim 2 SEC ↗ ×2
16 Susquehanna International Group, Llp 60.69K +8.3% $660,871 0.0% ▲ Add 2 SEC ↗
17 Stifel Financial Corp 59.75K -5.8% $650,729 0.0% ▼ Trim 2 SEC ↗
18 Millennium Management ✦ 59.04K New $642,913 0.0% New 1 SEC ↗
19 National Bank Of Canada /Fi/ 38.25K -2.3% $416,542 0.0% ▼ Trim 2 SEC ↗
20 Jane Street Group, Llc 37.47K +58.0% $408,049 0.0% ▲ Add 2 SEC ↗ ×2
21 Truist Financial Corp 36.48K 0.0% $397,311 0.0% Held 2 SEC ↗ ×2
22 Hrt Financial Lp 29.43K New $320,000 0.0% New 1 SEC ↗
23 Focus Partners Wealth 29.26K +2.8% $318,656 0.0% ▲ Add 2 SEC ↗
24 Mml Investors Services, Llc 20.35K +0.1% $221,598 0.0% ▲ Add 2 SEC ↗
25 Cerity Partners LLC 18.09K +1.7% $196,954 0.0% ▲ Add 2 SEC ↗
26 Envestnet Asset Management Inc 17.36K -6.4% $189,079 0.0% ▼ Trim 2 SEC ↗
27 Wealth Enhancement Advisory… 13.16K -31.4% $148,406 0.0% ▼ Trim 2 SEC ↗
28 Cwm, Llc 12.10K +15.7% $131,790 0.0% ▲ Add 2 SEC ↗
29 Creative Planning 11.97K New $130,353 0.0% New 1 SEC ↗
30 Nomura Holdings Inc 10.00K New $108,900 0.0% New 1 SEC ↗
31 Pnc Financial Services Group, Inc. 8.90K 0.0% $96,896 0.0% Held 2 SEC ↗ ×3
32 Northwestern Mutual Wealth… 5.88K -6.9% $64,033 0.0% ▼ Trim 2 SEC ↗
33 Us Bancorp \De\ 3.50K 0.0% $38,115 0.0% Held 2 SEC ↗
34 BlackRock ✦ (passive) 3.30K 0.0% $35,915 0.0% Held 4 SEC ↗
35 TD Waterhouse Canada Inc. 2.64K +2.5% $29,301 0.0% ▲ Add 2 SEC ↗
36 Fifth Third Bancorp 1.80K New $19,602 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Millennium Management $642,913 0.0%
Hrt Financial Lp $320,000 0.0%
Creative Planning $130,353 0.0%
Nomura Holdings Inc $108,900 0.0%
Fifth Third Bancorp $19,602 0.0%

Exited

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 133 holders, 12.75M shares, $128.99M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 26 MetLife Investment…

10% owner · 43.60K sh @ 25.00 · $1.09M

Aug 26 MetLife Investment…

10% owner · 96.00K sh @ 25.00 · $2.40M

Aug 26 MetLife Investment…

10% owner · 134.40K sh @ 25.00 · $3.36M

Aug 26 MetLife Investment…

10% owner · 16.00K sh @ 25.00 · $400,000

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Sep 08 SC 13G: BlackRock Portfolio Management LLC

View original SEC filing ↗

Sep 08 SC 13G: MetLife Investment Management, LLC

View original SEC filing ↗

Sep 08 SC 13G/A: MetLife Investment Management, LLC

View original SEC filing ↗

Aug 25 SC 13G/A: THRIVENT FINANCIAL FOR LUTHERANS

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API